TITLE

Ami Forte on Portfolio Strategy, Practice Growth, and Client Communication

AUTHOR(S)
Stafford, Melanie
PUB. DATE
October 2011
SOURCE
Journal of Financial Planning;Oct2011, Vol. 24 Issue 10, p16
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
An interview with the U.S. top female financial adviser Ami Forte is presented. When asked about how she maintains her outstanding record of 97 percent client retention rate, she points out by building strong relationships with clients. Moreover, Forte notes her focus on the quality and liquidity of investment assets, and mentions her usage of master limited partnerships (MLPs) as alternative income source as well as the vitality of commodities in the client's portfolio.
ACCESSION #
66781149

 

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